Investment Companies Specialist
Core
Strategic support and management for independent investment company boards, portfolio managers, and end shareholders within Fidelity's investment companies business.
Role type
Senior IC investment companies specialist
Builds
Corporate activity initiatives and strategic analysis for investment companies
Domain
Financial services / Investment management
Required skills
Investment companies knowledge, Corporate finance, Legal and regulatory environment understanding, Strategic thinking, Corporate activity execution, Board reporting, Shareholder communication, Wealth manager liaison, Proactive management
Preferred skills
CFA/CAIA charter, Analyst/Portfolio manager/Broker experience, Analytical and critical thinking, Interpersonal and influencing skills, Competitive landscape understanding, Self-starter attitude
Technologies
N/A
Responsibilities
Provide strategic thinking and analysis in corporate activity; Execute corporate activity initiatives; Provide regular reporting to investment company boards; Work with portfolio managers for shareholder visibility; Organize wealth manager and private client liaison; Support day-to-day management of companies and resolve issues from relevant parties
Seniority
Senior, hands-on IC